Partnership Model

We offer three flexible engagement models for collaboration with your firm:

White-Label Support – Work behind the scenes to provide financial modeling and valuation services under your firm’s brand.
Joint Client Engagements – Act as a dedicated financial planning expert alongside your firm on key projects.
On-Demand Consulting – Provide financial advisory support as needed on a project-by-project basis.Partnerships

Many strategy, turnaround, and financial advisory firms develop transformative business strategies but lack a structured process for quantifying and communicating their financial impact. Our operating model is simple. We partner with firms that need a conversion from strategic plans and recommendations into actionable financial roadmaps.

Benefits for specific types of partners:

VC Firms and Investment Banks

M&A Consultantcies

Turn-around consultancies

Market Planning consultancies

Commercial Banks

Startups

Services Offered

The following services outline how our expertise in financial modeling, valuation, and operational planning can enhance your firm’s client engagements and deliver measurable value.

Strategic Financial Planning & Forecasting

  • Multi-year financial projections (Income Statement, Balance Sheet, Cash Flow)

  • Sensitivity & scenario analysis for risk assessment

  • Capital allocation and cost-reduction modeling

Corporate Valuation & Investor Reporting

  • ROI calculations and financial impact assessments

  • Discounted Cash Flow (DCF), comparables, and market-based valuation models

  • Investor presentations and stakeholder communication materials

Operational & Resource Planning

  • Detailed scheduling of resource needs, workforce adjustments, and capital expenditures

  • Financial implications of restructuring, acquisitions, and strategic pivots

  • CFO-level insights for seamless execution

Partnership Model

We offer three flexible engagement models for collaboration with your firm:

White-Label Support – Work behind the scenes to provide financial modeling and valuation services under your firm’s brand.
Joint Client Engagements – Act as a dedicated financial planning expert alongside your firm on key projects.
On-Demand Consulting – Provide financial advisory support as needed on a project-by-project basis.

Benefits to your firm

  • Strengthens your firm’s strategic recommendations with detailed financial validation.

  • Enhances your ability to communicate financial outcomes to clients and stakeholders.

  • Increases client confidence by providing data-driven financial projections.